[Fredslist] Kiplingers/FPA One Day Fitness Workshop - Oct. 4th SAVE THE DATE. PASS IT ON.

[Kelly Welles]

To all Gothamites seeking a better understanding of their personal financial options...this is day worth your time and learning. Sponsored by Kiplinger's Magazine. Don't miss it.
   
  Kelly Welles
  Member former Director, Financial Planning Assn. of NY
   
   
  Sixth Annual
  Financial Fitness Workshop
  A ONE-DAY OPPORTUNITY TO HELP YOU ACHIEVE FINANCIAL SUCCESS
   
  You’ll get a wealth of wisdom from Certified Financial Planners® and you’ll be able to select from a variety of sixteen sessions including:
   
  MAKING IT LAST - Will you outlive your money?
  INVESTMENTS - Putting togethera portfolio
  ADVICE - How to pick a planner or adviser
  WINDFALL - What to do with your inheritance or sudden money
  MUTUAL FUNDS/ ETFS - The basics about picking funds
  FINANCIAL SANITY - A stress-free guide to budgeting and debt
  WRITING A WILL - What you need to know
  CREDIT SCORES AND IDENTITY THEFT - What matters most
   
  When:                   SATURDAY, OCTOBER 4, 2008
  8.00am—5.00 pm
   
  Where:                  New York University School of Law
                                       Vanderbilt Hall, 40 Washington Square South, New York
  Cost: $30. 
   
  REGISTER at finfitday at gmail.com
   
  Morning Panel: Market Insights from Kiplinger’s Personal Finance Magazine Panel comprised of Members of the Editorial Board of Kiplinger’s
   
  Lunch Keynote Speaker: Don Phillips - Managing Director, Corporate Strategy, Research & Communications, Morningstar Inc.
   
  All net proceeds to be donated to Project Renewal, a local charity providing homeless New Yorkers with everything they need to move from the streets to health, homes and jobs.
   


  WELLES FINANCIAL SERVICES
Optimizing Personal Financial Assets
wellesfinancialservices.com
Kelly Welles, Managing Director
(917)626 8590
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